Tax Planning

Don’t overlook these tax issues after a job loss

A job loss can create tax consequences that aren’t always obvious. Reviewing your options before making decisions about severance, health coverage and retirement accounts may help you avoid unnecessary taxes and penalties.
June 16, 2026
H&B
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Even with a relatively low unemployment rate (averaging around 4.4% over the past year), layoffs and terminations continue to affect workers across many industries. If you’ve recently lost your job, you’re likely focused on replacing income and evaluating your next steps. But some tax implications related to a job loss also may require attention. Here […]
#FinancialWellness, #JobLossPlanning, #TaxPlanning
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Retirement Planning

Are your employees suffering from retirement plan leakage?

Businessman,sitting,on,a,leaky,piggy,bank
February 21, 2025
H&B
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Today’s small to midsize businesses are often urged to help employees improve their financial wellness. And for good reason: Financially struggling workers tend to have higher stress and anxiety levels. They may be less productive and more prone to errors. Some might even decide to commit fraud. One hallmark of an employee facing serious financial […]
#401kPlans, #EmployeeBenefits, #FinancialWellness, #RetirementPlanning
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